For decades, financial advisors built their reputations almost entirely through relationships, referrals, and word of mouth. Today, prospects are increasingly validating those recommendations online before they ever schedule a conversation.

Client reviews and testimonials are quickly becoming a more visible part of the financial advice landscape. Amplify Reviews’ research shows adoption among top RIA firms continuing to accelerate, while trust and reputation remain major factors in how consumers evaluate financial professionals.

Join Duncan MacPherson and Whit Lanier, Co-Founder and CEO of Amplify Reviews, for a practical discussion on how financial advisors can begin collecting and publishing client feedback in a thoughtful, compliance-focused way.

Rather than getting stuck in the complexity of the SEC Marketing Rule, Duncan and Whit will break down a simple path from policy to implementation and show how verified client reviews can strengthen trust, improve digital visibility, and reinforce the reputation you have already built offline.

Attendees will learn how to:

• Understand where testimonial and review adoption is heading across the advisory industry.
• Build a simple testimonial policy and overcome common compliance concerns.
• Create a practical process to collect, review, and publish client feedback.
• Use verified reviews to strengthen trust and digital visibility.
• Integrate reviews into your existing website and online presence.
• Take the first steps without trying to overhaul your entire marketing strategy.